Engage Wealth Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$600/hr

“Under an hourly rate agreement, we will provide consulting, analysis, and any deliverables agreed upon and our fees will be based on the amount of time we spend providing such services and deliverables, at an hourly rate of $600 per hour.”

Flat or project fee

$6,000

“Fixed fees for broad-based financial plans start at $6,000.”

Quarterly fee

$1,500⁠-⁠$50,000/qtr

“For clients who opt for ongoing financial planning and advisory services without our direct management of their investments, we typically charge a flat rate on a quarterly basis, ranging from $1,500 to $50,000 per quarter, depending on the complexity of the planning and the amount of assets to be considered.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Engage Wealth Group, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The fees for investment management are based on an annual percentage of assets under management or a flat annual retainer billed in arrears and are applied to the household asset value on a pro rata basis.”
• “Asset management fees are billed monthly in arrears based on the average daily balance of the account(s) from the previous month.”
• “Advisory fees are billed monthly in arrears based on the average daily balance of the account(s) during the previous month.”

How Engage Wealth Group, LLC’s fees compare

• Its hourly rate of $600 is above the Illinois median of $273. 96% of the 215 other Illinois planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Northfield that publish an hourly rate charge less.
• Its flat or project fee of $6,000 is above the Illinois median of $4,500. 66% of the 175 other Illinois planners that publish a flat or project fee charge less.

About Engage Wealth Group, LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2026.

Planning areas mentioned in the brochure

• Retirement planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Minimum

$6,000 minimum fee (stated in brochure)

Clients

94

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$119,515,527

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

307915

Website

linkedin.com/company/engage-wealth-group-llc?original_referer=https%3A%2F% (opens in new tab)

Phone

(847) 794-5000

Can advise clients in 3 states: Illinois, North Carolina, New Hampshire

Other planners in Northfield that publish fees

• Manage Your Financial LifeNorthfield$250/hr
• The Planning GroupNorthfield$100⁠-⁠$500/hr, $500⁠-⁠$25,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

Compare all 7 planners in Northfield